Client Portal
Send Files
Elevated Retirement Group
    Skip Navigation
    • Our Process
        • Our Philosophy
        • Fiduciary vs. Suitability
      • Close
    • Who We Serve
        • Pre-Retirees and Retirees
        • Employers
      • Close
    • Our Team
    • Resources
      • Kansas City Resources
        • Articles
        • Community Involvement
        • Newsletters
        • Podcasts
        • Salt Lake City Resources
        • Articles
        • Newsletters
        • Podcasts
        • Webinars
      • Browse by Category
        • Back to the Basics
        • Briefcase Studies
        • Retirement
        • Tax Planning
        • Team Spotlights
        • Investment Management
        • PODCASTS

          The Retirement Elevated Podcast with Scott Dougan and Sean P. Lee. Browse all.

      • Close
    • Contact Us
Schedule a Call
Elevated Retirement Group

Upcoming Events

In Articles: Kansas City Office, Community Involvement, Summer 2023 by Scott DouganJuly 11, 2023

Halftime Report

Thursday, August 3
Virtual: 12:00 noon – 1:00 pm

Fall Festival

Thursday, October 19
5:00 pm – 9:00 pm

Johnson County Arts & Heritage Center
8788 Metcalf Avenue, Overland Park, KS 66212

Scott Dougan Podcast

Your Retirement Elevated Podcast with Scott Dougan
Your Retirement Elevated Podcast with Scott Dougan
Listen OnApple PodcastsListen OnExternalListen OnSpotify
You Don’t Really Want a Financial Plan

Most people walk into a financial advisor’s office asking for more income or a better plan. But what they’re really searching for is something deeper: peace of mind, clarity, and the ability to live life on their terms. In this episode, Scott challenges the conventional approach to planning and reveals the real reason people seek financial guidance in the first place.

Here’s what we cover in this episode:

🗺️ Find clarity, not just paperwork

❤️ Your why > your wallet

🏡 Plan for your real life

⚠️ That uneasy feeling? It’s trying to tell you something

😌 Peace of mind > perfect numbers

 

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

 

📞 Call us: 913-393-4724

 

🌐 Visit our podcast website:  https://listentoscott.com/

 

📚🛠️ Check out Scott’s book, Exceptional Retirement, and Retirement Toolkit

Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html

 

🎥 Subscribe to our YouTube channel for more retirement insights!

🔔 http://youtube.com/@erg-kc?sub_confirmation=1

 

📰 Read our latest articles on Kiplinger:

https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser

 

📌 Follow us for expert retirement planning tips!

https://www.facebook.com/elevatedretirementgroupkc/

 

#retirement #retirementplanning

You Don’t Really Want a Financial Plan
You Don’t Really Want a Financial Plan
May 29, 2025
Your Emotions Might Matter More Than Math
May 22, 2025
Search Results placeholder

Sean P. Lee Podcast

Retirement Elevated Podcast with Sean Lee
5 Ways Wishful Thinking Can Damage Your Retirement
5 Ways Wishful Thinking Can Damage Your Retirement
5 Ways Wishful Thinking Can Damage Your Retirement
May 22, 2025
Am I Saving Too Much?
May 8, 2025
Search Results placeholder
  • BROWSE ALL RESOURCES
    • Articles
    • Newsletters
    • Podcasts
    • Special Reports

Set Yourself Up for Retirement Success

Schedule a Call with Kansas City
Elevated Retirement Group

We guide great people to make smart decisions so they can enjoy an exceptional retirement.

Kansas City Office 

(913) 393-4724
5200 W 94th Terrace
Suite 208
Prairie Village, KS 66207
info@erg-kc.com

Explore

  • Our Process
    • Our Philosophy
    • Fiduciary vs. Suitability
  • Who We Serve
    • Pre-Retirees and Retirees
    • Employers
  • Our Team
  • Resources
    • Kansas City Resources
      • Articles
      • Community Involvement
      • Newsletters
      • Podcast
    • Salt Lake City Resources
      • Articles
      • Newsletters
      • Special Reports
      • Podcast
      • Webinars
    • Browse by Category
      • Back to the Basics
      • Briefcase Studies
      • Retirement
      • Tax Planning
      • Team Spotlights
      • Investment Management
    • Podcasts
  • Contact Us
Client Portal
Send Us Secure Files

Disclaimer

Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor.

© 2024 Elevated Retirement Group. All Rights Reserved. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.

Disclosures

Elevated Capital Advisors Form ADV 2A
Elevated Capital Advisors Form ADV Part 3 (Form CRS) March 2024
Investor.gov
Privacy Policy

Locations

Kansas City Office 

(913) 393-4724
5200 W 94th Terrace, Suite 208
Prairie Village, KS 66207

Salt Lake City Office 

(801) 639-0095
11925 South 700 East
Draper, UT 84020

Boise Office 

(208) 377-1400
1760 River Road
Homedale, ID 83628

California Offices

(951) 330-4900
37880 Honey Pine Rd.
Murrieta, CA 92563

128 W. Rancho Del Cerro
Ridgecrest, CA 93555

  • Our Process
    • ← Back
    • Our Philosophy
    • Fiduciary vs. Suitability
  • Who We Serve
    • ← Back
    • Pre-Retirees and Retirees
    • Employers
  • Our Team
  • Resources
    • ← Back
    • Kansas City Resources
      • ← Back
      • Articles
      • Community Involvement
      • Newsletters
      • Podcast
    • Salt Lake City Resources
      • ← Back
      • Articles
      • Newsletters
      • Special Reports
      • Podcast
      • Webinars
    • Browse by Category
      • ← Back
      • Back to the Basics
      • Briefcase Studies
      • Retirement
      • Tax Planning
      • Team Spotlights
      • Investment Management
    • Podcasts
  • Contact Us
Client Portal
Send Files
Schedule a FREE Assessment
Set yourself up for retirement success. Schedule a conversation with us.
Retirement Classes Enrolling Now